The Net Worth statement is a current-position view generated from saved client information. It is separate from the future projections in a Financial Insights scenario.
Review the statement
Open the client and go to Statements → Net Worth.
Note the date shown on the statement.
Review the displayed asset and debt categories.
Read the totals using the labels on screen.
If a value appears wrong, identify the matching account, property, or debt in the Evaluation.
Confirm the source value is current and saved, then return to the statement.
If a displayed value still conflicts with the saved source information, record the client, displayed date, row label, and both values before contacting Planworth Support.